the
PUTTING U FIRST
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The IMO for U.

Why Unkefer is the IMO for U.

Unkefer & Associates is an Independent Marketing Organization (IMO) serving Financial Advisors like you in the Annuity and Life space. Since 1994 we have helped transform the businesses of hundreds of financial advisors. We will help you expand your reach, build your brand, and write more business.

Top Producer Conference 2023

In 2023 our Top Producers will enjoy an exclusive week at the Rosewood Mayakoba Resort at Mayakoba on the beautiful Yucatan peninsula, Mexico. We would love for you to join us!

Top Producer Conference 2022

This September our 2022 All Star producers will kick back with us at The Four Seasons at Peninsula Papagayo Resort, Costa Rica.

Multimedia & More
Pro Status

Look Like the Pro You Are.

Our marketing team will help you sharpen your saw with branding, media, and image-building strategies. Using traditional and digital assets we can position you optimally to exceed in your market and grow your book of business.

Joe M.

Indiana

A lot of the IMOs are going to have very similar product lines and very similar compensation levels, the big thing that sets Unkefer apart in our eyes is the relationships we have been able to build.

Proprietary Lead Programs

More Swings at the Plate.

No two advisors are the same. We have lead generation opportunities to fit every strength, market, and product vertical. We specialize in unique, targeted lead campaigns delivering high-income leads with extraordinary conversion rates.

Brian F.

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If you’re stuck with a client and you need an illustration and the internet's not working and they will just have that illustration out to you like “Bam!”.

Birds Eye View
Next Level Training and Materials
Leading The Way

Take Your Business to the Next Level.

Our professional development plans, coaching programs and training events will juice your prospecting, presenting and closing games. Our podcasts and webinars with industry experts will arm you with the latest knowledge. You will go into all your meetings ready to sell.

Lydia L.

NC

Not only is their customer service top notch, but all the people in their different departments - their contracting people, their financial people, their advanced marketing people, are all there to help you anytime you need them.

Exclusive Benefits for Advisors

Premium Perks.

Once you start selling with us you will experience the real advantages of the partnership: exclusive Trips for Top Producers, access to proprietary products, custom case design and professional development materials.  These are rewards AND incentives. We want to reward your success and invest in its future.

Kevin B.

Phoenix, AZ

What I like about them is that when I need them they are there. I need a partner. I’m a one-man shop….I’m on the road a lot and you know how it is, when you need something you need it “now.”

Exotic Destinations
Super Agent Tools
Top Tools

The Top Tools in the Biz.

Possibly our own MVP, Super Agent Tools is an award-winning, industry leading product search engine, client management system and performance measurement platform. SAT gives you instant access to the information you need:  your  sales activity, your client data and up-to-date carrier product detail. Already the industry standard, SAT is always evolving and will continue to be the most powerful tool available on the market.

Bryan & Carol

OH

They allow us the freedom to do what we do best - working with our clients.

Multimedia & More

Look Like the Pro You Are.

Our marketing team will help you sharpen your saw with branding, media, and image-building strategies. Using traditional and digital assets we can position you optimally to exceed in your market and grow your book of business.

Joe M.

Indiana

A lot of the IMOs are going to have very similar product lines and very similar compensation levels, the big thing that sets Unkefer apart in our eyes is the relationships we have been able to build.

Proprietary Lead Programs

More Swings at the Plate.

No two advisors are the same. We have lead generation opportunities to fit every strength, market, and product vertical. We specialize in unique, targeted lead campaigns delivering high-income leads with extraordinary conversion rates.

Brian F.

---

If you’re stuck with a client and you need an illustration and the internet's not working and they will just have that illustration out to you like “Bam!”.

Next Level Training and Materials

Take Your Business to the Next Level.

Our professional development plans, coaching programs and training events will juice your prospecting, presenting and closing games. Our podcasts and webinars with industry experts will arm you with the latest knowledge. You will go into all your meetings ready to sell.

Lydia L.

NC

Not only is their customer service top notch, but all the people in their different departments - their contracting people, their financial people, their advanced marketing people, are all there to help you anytime you need them.

Exclusive Benefits for Advisors

Premium Perks.

Once you start selling with us you will experience the real advantages of the partnership: exclusive Trips for Top Producers, access to proprietary products, custom case design and professional development materials.  These are rewards AND incentives. We want to reward your success and invest in its future.

Kevin B.

Phoenix, AZ

What I like about them is that when I need them they are there. I need a partner. I’m a one-man shop….I’m on the road a lot and you know how it is, when you need something you need it “now.”

Super Agent Tools

The Top Tools in the Biz.

Possibly our own MVP, Super Agent Tools is an award-winning, industry leading product search engine, client management system and performance measurement platform. SAT gives you instant access to the information you need:  your  sales activity, your client data and up-to-date carrier product detail. Already the industry standard, SAT is always evolving and will continue to be the most powerful tool available on the market.

Bryan & Carol

OH

They allow us the freedom to do what we do best - working with our clients.

What are U waiting for?

We've got what you need. We're here and ready to work with you on growing your business.

Equitrust
Fidelity & Guaranty
Athene
Nationwide
Oceanview
American Life
SILAC
Lincoln Financial Group
North American
Americo
American Equity
Global Atlantic